LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.49B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$16.4M
3
+$10.3M
4
DHR icon
Danaher
DHR
+$8.72M
5
SBUX icon
Starbucks
SBUX
+$8.08M

Top Sells

1
+$10.3M
2
+$8.64M
3
+$5.07M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$3.48M
5
FISV
Fiserv Inc
FISV
+$2.45M

Sector Composition

1 Technology 23.07%
2 Healthcare 17.68%
3 Consumer Staples 12.48%
4 Consumer Discretionary 10%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.01%
3,711
-1,315
227
$310K 0.01%
8,275
228
$301K 0.01%
10,135
-993
229
$296K 0.01%
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-500
230
$294K 0.01%
9,005
+160
231
$294K 0.01%
1,836
-285
232
$290K 0.01%
4,500
233
$289K 0.01%
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234
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4,435
235
$287K 0.01%
3,866
-80
236
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237
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238
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3,641
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239
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4,053
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240
$269K 0.01%
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241
$266K 0.01%
12,313
242
$252K 0.01%
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243
$247K 0.01%
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244
$247K 0.01%
10,860
245
$246K 0.01%
4,995
246
$246K 0.01%
4,253
247
$245K 0.01%
2,599
248
$243K 0.01%
1,045
-85
249
$240K 0.01%
16,197
250
$238K 0.01%
16,740
+5,865
8 9
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